PWA
BERY

Principia Wealth Advisory’s Berry Global Group, Inc. BERY Stock Holding History

Principia Wealth Advisory’s Portfolio BERY Stock Details BERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4
Closed -$260 – 1025
2025
Q1 		$260 Buy
4
+1
+33% +$69 ﹤0.01% 731
2024
Q4 		$194 Buy
+3
New +$198 ﹤0.01% 735

Other funds holding BERY

OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Principia Wealth Advisory's BERY Position: Q2 2025 in Review

Principia Wealth Advisory sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 4 shares — an estimated $260 sold.

Principia Wealth Advisory first reported a position in BERY in Q4 2024 and held it in 2 quarters. The position peaked at $260 in Q1 2025. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Principia Wealth Advisory reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 4 Berry Global Group, Inc. shares in Q2 2025, an estimated $260.
  • Principia Wealth Advisory first reported a position in Berry Global Group, Inc. in Q4 2024 and held it in 2 quarters.
  • Principia Wealth Advisory's Berry Global Group, Inc. position peaked at $260 in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Principia Wealth Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.